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Laurel Oak Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Laurel Oak Wealth Management’s Portfolio PSCT Stock Details PSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$614K Hold
10,225
– – 0.1% 160
2025
Q4 		$579K Buy
+10,225
New +$582K 0.1% 167

Other funds holding PSCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

Laurel Oak Wealth Management's PSCT Position: Q1 2026 in Review

Laurel Oak Wealth Management held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q1 2026 at 10,225 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #160.

Laurel Oak Wealth Management first reported a position in PSCT in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

  • Laurel Oak Wealth Management held 10,225 shares of Invesco S&P SmallCap Information Technology ETF worth $614K as of Q1 2026.
  • Laurel Oak Wealth Management left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Information Technology ETF made up 0.1% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Laurel Oak Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.